Cornerstone Planning Group
BTI icon

Cornerstone Planning Group’s British American Tobacco BTI Stock Holding History

Cornerstone Planning Group’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-848
Closed -$52.6K – 379
2026
Q2 		$52.6K Buy
848
+213
+34% +$12.9K 0.01% 396
2026
Q1 		$37.7K Buy
635
+44
+7% +$2.6K 0.01% 473
2025
Q4 		$35.6K Buy
591
+346
+141% +$18.9K 0.01% 428
2025
Q3 		$12.6K Hold
245
– – ﹤0.01% 711
2025
Q2 		$13.7K Buy
245
+64
+35% +$2.83K ﹤0.01% 487
2025
Q1 		$7.69K Buy
181
+11
+6% +$432 ﹤0.01% 630
2024
Q4 		$6.73K Buy
170
+76
+81% +$2.74K ﹤0.01% 517
2024
Q3 		$3.24K Buy
94
+19
+25% +$679 ﹤0.01% 661
2024
Q2 		$2.62K Buy
75
+17
+29% +$516 ﹤0.01% 710
2024
Q1 		$1.73K Buy
+58
New +$1.75K ﹤0.01% 687
2023
Q4 		– Sell
-31
Closed -$974 – 976
2023
Q3 		$974 Sell
31
-21
-40% -$692 ﹤0.01% 791
2023
Q2 		$1.73K Buy
+52
New +$1.78K ﹤0.01% 1221
2022
Q4 		$9.9K Buy
+256
New +$10.1K ﹤0.01% 652

Other funds holding BTI

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cornerstone Planning Group's BTI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of British American Tobacco (BTI) in Q3 2026, closing a stake of 848 shares — an estimated $52.6K sold.

Cornerstone Planning Group first reported a position in BTI in Q4 2022 and held it in 13 quarters. The position peaked at $52.6K in Q2 2026. 224 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining British American Tobacco position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 848 British American Tobacco shares in Q3 2026, an estimated $52.6K.
  • Cornerstone Planning Group first reported a position in British American Tobacco in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's British American Tobacco position peaked at $52.6K in Q2 2026.
  • 224 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.